Job Details

About Us
We're an award-winning, relationship-driven independent insurance agency with a heart for service. We work for our clients—not a single carrier—partnering closely with our team, community, and the companies we represent. . We provide training, and there may be occasional evening or Saturday shifts to support community events.

What we offer you

• Stable Monday–Friday schedule 9am - 5:30
• Salary ranges from 41K – 52k depending on experience.
• Paid licensing support: reimbursement program for licensing
• If you already have a P&C license, bonuses for performance and other benefits are available as well.
• Opportunity for growth within the agency
• Training, development, and supportive leadership: we support ongoing training and education
• Healthcare (medical)
• Paid vacation, major holidays and PTO Personal time off

• Bilingual in English/Spanish: to help our life long bilingual clients
• Friendly problem-solver who genuinely enjoys helping others
• Detail-oriented with strong follow-through
• Comfortable on the phone and at a computer.
• Fast learner with a growth mindset
• Team player who collaborates and communicates clearly
• Proficient with Microsoft Word, Excel, Outlook, and calculator
• Excellent verbal and written communication
• Organized, structured, punctual, and compliant with procedures
• If this is you, let's talk.

• Minimum 3 years of customer service experience
• Must speak English and Spanish fluently.
• Education requirement H.S. diploma, or higher

• Build and maintain relationships with clients, prospects, and carrier partners via phone, email, and written communication
• Support teammates with follow-up and next steps for clients and prospects
• Research and resolve coverage questions accurately and efficiently
• Respond promptly to client requests by phone or electronically
• Maintain organized client files and process routine correspondence (paper and multiple software systems)
• Identify and cultivate new business opportunities
• Assist with general office duties as needed
• This is an on-site position